Filed February 13, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,038 | $80,731+30.1% | $103,374+1.6% | $74,546+40.9% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 159.86% | 27.56%+132.3pp | 24.89%+135.0pp | 1366.03%-1206.2pp |
| Employer contribution / active EE | $8,656 | $3,158+174.1% | $3,869+123.7% | $2,624+229.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |